RE:RE:Taimed agmSPCEO1 wrote: Dwizell wrote: Looks like the assembly is doing bad .... Taimed down under 300twd
Well over T$300 now and hardly off at all for the day. A taiwanese investor ahs claimed that the CEO said the biggesst challenge for the company is supply because it is selling so well. Of course, that too could be fake news since I really don't think demand s so fantastic that supply is an issue.
WRT supply, Wuxi has pretty large production capacity that cant be what he's talking about. If he's referring to the pre-existing manufactured material that might make more sense in terms of limited supply. Lead times on getting biologics manufactured by CMO's depends on how full their calender is but is generally measured in months, the process itself for a batch, from start culture to finished vial, is going to be a month or more.
Guessimate on the pre-existing supply
3 batches of 2000l cultures is what taimed's presentation suggests.
2g of monoclonal antibody per litre would be a reasonable yield. (1g-5g are reasonable yields)
That gives you 12,000g of drug
1vial = 0.2g
So 12,000g would give you 60,000 vials.
1 patient uses 110 vials in their first year.
So 60,000 vials would be good for 550 patients.
If those numbers are right (or even double that) then it would be reasonable to start planning for new batches to be manufacted now I think. Not that they are going to run out of supplies any time soon but to feel certain about supplies into the next year or so.